2020 SCORE SC Lowcountry Chapter Tactical Plan SCORE SC Lowcountry ChapterSSCLC_04f83162-6348-11ea-8a29-bcb2dff5fe3b_04f834e6-6348-11ea-8a29-bcb2dff5fe3b_04f83702-6348-11ea-8a29-bcb2dff5fe3bClient EngagementStrengthen Client Engagement_04f837e8-6348-11ea-8a29-bcb2dff5fe3b1ExperienceMaintain and improve the Client experience_04f838ba-6348-11ea-8a29-bcb2dff5fe3b1.11.1.1Client EngagementNPS Rating_04f8398c-6348-11ea-8a29-bcb2dff5fe3b_04f83a5e-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Achieve the highest quality review results on a per Client engagement basis, eg. Lean Canvas as appropriate, SCORE and local resources. Target = NPS Rating 90+902020-01-012020-09-30[To be determined]2020-01-012020-09-30Baseline = NPS Rating 93932019-01-012019-12-31NPS: 97+ (3/9) 2019 CEI1.1.2Client Assignment DelaysNumber_04f83b30-6348-11ea-8a29-bcb2dff5fe3b_04f83c20-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Improve Client assignment board clearing within 72 Hours from request, timely mentor request to take client (exception process). Target = Zero greater than 5 business days02020-01-012020-03-31Baseline = Multiple beyond 72 hours2019-01-012019-12-31[To be determined]2020-01-012020-03-31Triage team approach - 1 on board (since 3/2)1.1.3Not Yet CounseledDays_04f83d06-6348-11ea-8a29-bcb2dff5fe3b_04f83e1e-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user]Improve Client Not Yet Counseled Performance to 100% within 21 days recorded in CORE — schedule initial client meeting within 14 days wherever practical, record session within 24 hrs of mtng or record close out w/in 14 days if no response from client. Target = <10% more than 21 days moving to 0 > 30 days212020-01-012020-03-31Baseline = Nine more than 30 Days2019-01-012019-03-31[To be determined]2020-01-012020-03-318 >14 days (3/9), client conversion 80.7%1.1.4Follow-On RatePercentage_04f83f4a-6348-11ea-8a29-bcb2dff5fe3b_04f84058-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user]Maintain a high mentoring follow on rate, schedule next mtng Target = at least 60% 60Baseline = 64.5%64.52019-01-012019-12-31[To be determined]2020-01-012020-01-3169% follow on sessions (of total) - YTD vs. 2019: new sessions +.13.9%, follow on sessions: +38.5%, total sessions +29.9%Volunteer EngagementIncrease Volunteer Engagement_04f8415c-6348-11ea-8a29-bcb2dff5fe3b2[To be named]Growth & RetentionContinue effective growth and retention of the number of local Chapter Mentors_04f8427e-6348-11ea-8a29-bcb2dff5fe3b2.1Mentors2.1.1_04f84396-6348-11ea-8a29-bcb2dff5fe3b_04f844b8-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Increase number of Active, Involved Mentors (targeted expertise, needed roles) through retention and recruitment, compared to 2019. Target = 46 Active Mentors462020-01-012020-09-30[To be determined]2020-01-012020-09-30Baseline = 41 Active Mentors412019-01-012019-12-31MeansEnhance means of involving more Mentors in the core operation of the Chapter_04f845e4-6348-11ea-8a29-bcb2dff5fe3b2.2[To be named]2.2.1Recognition_04f846fc-6348-11ea-8a29-bcb2dff5fe3b_04f8481e-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Consistent recognition (eg. quarterly, annual) of mentors’ involvement in any of our multiple LC Chapter activities. Target = diversify recognition to include other activities of the Chapter DiversityDiversify2020-01-012020-09-30[To be determined]2020-01-012020-09-30Baseline = Recognition based heavily on Client feedbackClient Feedback2019-01-012019-12-312/10 Awards event — mentor recogntion2.2.2MeetingsNumber_04f8495e-6348-11ea-8a29-bcb2dff5fe3b_04f84a8a-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Development of innovative means of participation in monthly membership activity such as location, web video/Zoom, conference calls, and time. Target = 25+/ meeting — multiple venues, times 252020-01-012020-09-30Baseline = 20/ meeting202019-01-012019-12-312020-01-012020-09-30meeting attendance up vs. 2019, April meeting PElectric, call in # not utilizedRecruitmentDiversity Recruitment_04f84bc0-6348-11ea-8a29-bcb2dff5fe3b2.3[To be named]2.3.1FemalePercentage_04f84d1e-6348-11ea-8a29-bcb2dff5fe3b_04f84e5e-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Recruitment of new Mentors to include female and minority representation. Gender 30.0%Diversify302020-01-012020-03-31[To be determined]2020-01-012020-03-31Baseline = Gender 29%292019-01-012019-12-31Marleen Cain 2nd interview stage2.3.2MinorityPercentage_04f84fa8-6348-11ea-8a29-bcb2dff5fe3b_04f85110-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Recruitment of new Mentors to include female and minority representation. Target = Minority: 8% 82020-01-012020-09-30Baseline = Minority : 4.5%4.52019-01-012019-12-312020-01-012020-09-30VE SurveyAnalyze and act on VE Survey Results._04f85264-6348-11ea-8a29-bcb2dff5fe3b2.4[To be named]2.4.1Feedback_04f853c2-6348-11ea-8a29-bcb2dff5fe3b_04f85548-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Analysis and action on subjects/items of highest importance based on priority, eg. Seek input from all mentors, utilize individual mentors’ skills &interests. Target: Implement 1:1 mentor feedback to better align interestsStatusImplement2019-01-012019-12-31Solicit mentors to provide input to questions of interest to them.Input2019-01-012019-12-30[To be determined]follow up with low activity mentors —(M. Bugher removed from roster per response) 2020 VE 3/10 startSuccession PlanningConduct succession planning._04f856a6-6348-11ea-8a29-bcb2dff5fe3b2.5[To be named]2.5.1Succession Plan_04f85822-6348-11ea-8a29-bcb2dff5fe3b_04f859c6-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Review and evaluate positions/mentors for leadership roles during FY 2020 (SE Pilot). Target = Defined succession planningStatusDefined2020-01-012020-03-31Baseline: Lack of a defined planLacking2019-01-012019-12-31[To be determined]2020-01-012020-03-31Succession plan update — small market pilot Community EngagementImprove Community Engagement_04f85b38-6348-11ea-8a29-bcb2dff5fe3b3.1[To be named]THRIVE ConferenceGrow the THRIVE Womens Leadership Conference 2019/BizPitch _04f85cbe-6348-11ea-8a29-bcb2dff5fe3b3.1[To be named]3.1.1Paid ParticipantsNumber_04f85e6c-6348-11ea-8a29-bcb2dff5fe3b_04f85ffc-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Increase number of paid participants and quality of THRIVE 2019 Conference (sponsor/partnerships, attendee feedback) Target = BE, 200+ (150+ paid)2002020-01-012020-09-30Baseline = BE, 175+ attendees (100+ incl. reception only, 80+ full conference) 1752019-01-012019-12-31[To be determined]2020-01-012020-09-30Venues secured for BP and Thrive 9/22, 9/23 Media PresenceContinue to Improve Media Presence of Chapter._04f8618c-6348-11ea-8a29-bcb2dff5fe3b3.2[To be named]3.2.1Media Presense_04f8640c-6348-11ea-8a29-bcb2dff5fe3b_04f865ba-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Enhanced interaction and presence participation/support in local print, radio and TV media; increase interaction with social media; Instagram, Facebook, etc. Target = Significant presence in multiple channels, metric tbdStatusSignificant2020-01-012020-03-31Baseline = Not focusedUnfocused2019-01-012019-12-31[To be determined]2020-01-012020-03-31WSAV coverage of 2/10 awards event, Social Media plan developed, Volunteer ad to be placed Alliances & PartnershipsContinue to grow work with local community allied organizations, and local Chapter Sponsorships/Partners,_04f86812-6348-11ea-8a29-bcb2dff5fe3b3.3[To be named]3.3.1Activity ValueThousand Dollars_04f86a06-6348-11ea-8a29-bcb2dff5fe3b_04f86bbe-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Maintain relationships with local allied organizations, and increase in number and value of local Chapter Sponsorships/Partner Activity. Target = Achieve 10+% growth over $4K budget4.42020-01-012020-03-31Baseline = Achieved $5K+ in 201952019-01-012019-12-31[To be determined]2020-01-012020-03-31Grant applications: Wells Fargo, BofA, Truist - online Grant writer volunteer ad.....Facilitated Leadership retreat. with HH F/R (overall positive feedback) WorkshopsContinue growth of local education workshops._04f86d76-6348-11ea-8a29-bcb2dff5fe3b3.4A[To be named]3.4A.1WorkshopsNumber_04f86f9c-6348-11ea-8a29-bcb2dff5fe3b_04f87172-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Expand consistent, comprehensive, well-marketed quality workshops including increased mentor participation, expanded topics, sponsor support. Target = 100 workshops 100% attendee growth (excluding Thrive)1002020-01-012020-03-31Baseline = 85 workshops, 1813 attendees - vs. 72, 1852 (+15% v. ‘18 excl. Thrive 2018, 913 total session/workshop attendees vs. 716 Thrive ‘19)852019-01-012019-12-31[To be determined]2020-01-012020-03-3132 workshops to date (3/9) flat vs.. 2019, - 6.8% attendees (impact of NA w/ SERG ). Total services +7.3% YTD vs. 2019 Schools & CollegesGrow working relationship with schools and colleges. _04f87352-6348-11ea-8a29-bcb2dff5fe3b3.4BSchoolsColleges3.4B.1Relationships_04f87596-6348-11ea-8a29-bcb2dff5fe3b_04f8778a-6348-11ea-8a29-bcb2dff5fe3b[To_be_inserted_by_user] Pursue and enhance relationships with schools and colleges. Target = May River HS successful program execution, TCL-SCORE initial program (eg. Workshops) successfully initiated. Status2020-01-012020-03-31Baseline = HS program established, TCL broadened relationship initiated Established2019-01-012019-12-31[To be determined]2020-01-012020-03-31Q1/2: DECA May River HS, TCL Entrepreneur class _04f87974-6348-11ea-8a29-bcb2dff5fe3b2020-01-012020-12-312020-03-10_04f87be0-6348-11ea-8a29-bcb2dff5fe3bOwenAmburOwen.Ambur@verizon.net